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CRM Implementation & Training Specialist (Hybrid NYC)

New York, NY, US • Posted 22 hours ago • Updated 10 hours ago

Contract W2

On-site

$40 - $55/hr

Fitment

Dice Job Match Score™

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Job Details

Skills

Training
Bridging
Leadership
Financial Technology
Customer Relationship Management (CRM)
Data Migration
Banking
Investment Banking
Migration
Documentation
Salesforce.com
Data Mapping
Testing
Collaboration

Summary

Job Title: CRM Implementation & Training Specialist
Location: Midtown NYC, Hybrid 2-3 days/week

Job Description

Our client, a leading investment firm, is seeking a CRM Implementation & Training Specialist for a long-term contract in New York, NY. This role bridges the gap between technical setup and user proficiency as the firm migrates from Salesforce to DealCloud. The position is hybrid (3 days on-site), including paid travel for regional rollouts.

This is the ultimate opportunity for a CRM pro who wants to "own" a project from end-to-end. You'll join in the final "lab" phase of the implementation to master the system's guts, then step onto the front lines to lead the rollout. We are looking for a problem-solver who isn't afraid to dive into the data while also being the helpful, expert face that bankers turn to when they need help. You'll work under elite leadership, gaining resume-defining experience in high-stakes financial technology deployment.

Contract Duration: 12+ Months

Required Skills & Experience

2-5 years of experience in CRM implementation, data migration support, or banking operations.
Technical familiarity with DealCloud architecture and user permissions.
Practical experience working in a fast-paced Investment Banking environment.
High-level troubleshooting skills for software-related user issues.

Desired Skills & Experience

Experience with Intapp integrations or DealCloud data schemas.
Previous experience supporting a Salesforce-to-DealCloud migration project.
Strong documentation skills for internal process standards.

What You Will Be Doing
Tech Breakdown:

70% DealCloud Configuration & Support
30% Salesforce Data Mapping

Daily Responsibilities:

50% Hands-on Troubleshooting & Support
20% Implementation Testing & Validation
30% Internal Team Collaboration

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.

Dice Id: 10105282
Position Id: 873557
Posted 22 hours ago

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